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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
FL RA APPROVED 2025-08-18
VA RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2026-03-20
  • FL RA
    APPROVED
    Since 2025-08-18
  • VA RA
    APPROVED
    Since 2025-08-13

Branch Locations

8605 Westwood Center Drive Suite 505, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 08/2025 Present
Country Whip Inc Acushnet MA 06/2019 05/2021
Cisco Kitchen And Bar New Bedford MA 06/2021 07/2025
Lloyd's Market Rochester MA 06/2021 09/2021
Dunkin Donuts New Bedford MA 06/2021 08/2021
Urban Outfitters Northampton MA 09/2023 04/2025
Unemployed Acushnet MA 01/2015 06/2019
Trinity Wealth Securities, Llc Vienna VA 12/2025 Present
  • 08/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 06/2019 → 05/2021
    Country Whip Inc
    Acushnet, MA
  • 06/2021 → 07/2025
    Cisco Kitchen And Bar
    New Bedford, MA
  • 06/2021 → 09/2021
    Lloyd's Market
    Rochester, MA
  • 06/2021 → 08/2021
    Dunkin Donuts
    New Bedford, MA
  • 09/2023 → 04/2025
    Urban Outfitters
    Northampton, MA
  • 01/2015 → 06/2019
    Unemployed
    Acushnet, MA
  • 12/2025 → Present
    Trinity Wealth Securities, Llc
    Vienna, VA
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Insurance. Position: Independent Contractor. 08/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities, LLC. Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-11
S65 Uniform Investment Adviser Law Examination 2025-04-05
  • S63 Uniform Securities Agent State Law Examination
    2025-12-11
  • S65 Uniform Investment Adviser Law Examination
    2025-04-05
Other Names
  • Savanna Danielle Halle

View on SEC IAPD

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